Searching the Help
To search for information in the Help, type a word or phrase in the Search box. When you enter a group of words, OR is inferred. You can use Boolean operators to refine your search.
Results returned are case insensitive. However, results ranking takes case into account and assigns higher scores to case matches. Therefore, a search for "cats" followed by a search for "Cats" would return the same number of Help topics, but the order in which the topics are listed would be different.
Words and Phrases
| Search for | Example | Results |
|---|---|---|
| A single word | cat
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Topics that contain the word "cat". You will also find its grammatical variations, such as "cats". |
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A phrase. You can specify that the search results contain a specific phrase. |
"cat food" (quotation marks) |
Topics that contain the literal phrase "cat food" and all its grammatical variations. Without the quotation marks, the query is equivalent to specifying an OR operator, which finds topics with one of the individual words instead of the phrase. |
Using Boolean Operators
| Search for | Operator | Example |
|---|---|---|
|
Two or more words in the same topic |
|
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| Either word in a topic |
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| Topics that do not contain a specific word or phrase |
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| Topics that contain one string and do not contain another | ^ (caret) |
cat ^ mouse
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| A combination of search types | ( ) parentheses |
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- Operator records
- Add an operator record
- Add an operator record with the User Quick Add Utility
- Add an operator to a security group
- Create a system default operator record
- Define a startup menu for an operator
- Define the distinguished name an operator uses to log into an LDAP directory service
- Delete an operator record
- Enable an operator to see the command line
- Set database access for an operator
- Set the first day of week for an operator
- Set the maximum file attachment size for an operator
- Set the total file attachment size for an operator
- Set the time zone for an individual operator
- Update an operator record
- View an existing operator record
- Use Mass Update with operator records
- Synchronization between contact and operator records
Define a startup menu for an operator
Applies to User Roles:
System Administrator
The default home page for a Service Manager user is the Dashboard home page or To Do list specified for the operator or user role. You can define an old style startup menu or any other RAD application so that it is the initial application that Service Manager displays when an operator logs in. You define an initial application in the user's operator record.
Note Specifying a Dashboard home page in a user's operator record overrides the To Do list and menus for that operator when they log in using the web client, even if the flag for menus has been set.
To define a startup menu for an operator, follow these steps:
- Click System Administration > Ongoing Maintenance > Operators.
- Type or select optional search criteria.
- Click Search.
- Select the operator record to change.
- Click the Startup tab.
- In the RAD Name field, type the name of the startup menu or initial application to run when the operator logs on.
-
Type any parameter names and parameter values required by your startup form. For example, specify the following values for old style menus.
- Parameter Names: boolean1
- Parameter Values: true
- Click Save.
Related topics
Operator passwords
Operator records
Operator templates
Menus
To Do list
Add an operator record
Add an operator record with the User Quick Add utility
Add an operator to a security group
Create a startup menu for an operator
Create a system default operator record
Set the dashboard home page for an operator
Define the distinguished name an operator uses to log in to an LDAP directory service
Delete an operator record
Enable an operator to see the command line
Set the maximum file attachment size for an operator
Set the time zone for an individual operator
Update an operator record
View an existing operator record
